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Welcome to the Product Feedback Forum for CCH iFirm. This area is for you to have your say on product enhancements or improvements that you’d like to see in future releases of the software. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on.

First, enter your idea to see if it already exists.  If it does exist, click the ‘Vote’ button and select 1, 2 or 3 votes.  You have a maximum of 15 votes per product area.

This site is for product suggestions and ideas only. If you have a product query, please use the search bar on the Support Portal homepage to locate answers from our software documentation and knowledge base.  You can also use the orange Chatbot button on the homepage to request additional support.

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How can we improve CCH iFirm?

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4 results found

  1. Send AML Link By E-mail Containing QR Code

    Currently you cannot use AML for a person abroad even if they are a UK National if they do not have access to a UK mobile number begining +44.

    The system allows you to enter a different country code but on all clients we have tried with non-uk numbers, they do not receive any text message.

    An alternative AML product allows the AML request to be sent by e-mail which contains a QR code which the client can scan on their phone which avoids the issue of needing a +44 mobile number when clients are overseas.

    1 vote
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    0 comments  ·  CCH iFirm AML  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!


    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.


    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  2. Filter contacts with / without any tax years

    In CCH iFirm MTD for Income Tax there is no filter available on the client list. It would be useful to be able to filter out - or even hide - "contacts" that will never have any tax years created from "clients" with tax years set up.

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    0 comments  ·  CCH iFirm Personal Tax  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!


    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.


    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  3. Integration with Microsoft Copilot

    CCH iFirm Integration with Copilot

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    Acknowledged  ·  0 comments  ·  Other  ·  Admin →
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  4. Zapier Integration

    CCH iFirm integration with Zapier for automated workflows

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    Acknowledged  ·  0 comments  ·  Other  ·  Admin →
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